Experienced asset management professional optimizing scalable portfolio management and data operations. Delivers actionable insights and custom solutions reducing risk and cost. Thrives in fast-paced, concurrent priorities that require immediate problem-solving. Builds relationships cross-functionally, driving process improvementTechnical Skills: Jira | Confluence | Microsoft Office | Excel | Pivot Tables | Lookups | VBA | SQL | R | Python | Tableau | eVestment | Lipper Refinitiv | Bloomberg | Morningstar Direct Soft Skills: Agile | Data Analysis | Continuous Process Improvement | Project Management | Risk Assessment | System Enhancement | Cross-Functional | Relationship Building | Communication
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Investment Data AnalystVanguardPhoenix, Az, Us -
Investment AssociateEdelman Financial Engines Oct 2019 - Mar 2023Phoenix, Arizona, United StatesPerformed monthly returns-based style analysis for over 27K funds, updated retirement glidepaths, and reviewed portfolio optimizations to provide retirement advice for over 1.3 million clients.Built relationships cross-functionally. Created custom solutions driving process improvement to streamline business processes. Managed multiple concurrent priorities delivering timely reports, service agreements, and production system updates. -
Service DeliveryEdelman Financial Engines Aug 2013 - Oct 2019Phoenix, Arizona, United StatesCollaborated with portfolio management to rebalance participants’ portfolios under market-sensitive deadlines and urgent investment style changes. Welcomed firm-wide culture shift from Waterfall to Agile. Investigated system code for inefficiencies, categorized discoveries as enhancements or software bugs, and assessed severity and prioritization. Engaged in minimum viable product releases and closely monitored production environment updates following launch. -
Ios AdvisorApple May 2009 - May 2011Tempe, Az• Piloted Apple's AppleCare iOS Advisor college program remotely at home• Delivered outstanding customer care, technical support, and troubleshooting assistance on Apple products and software• Maintained all required service level agreements, including 100% customer satisfaction surveys• Leader of weekly team member video conferences• Served as a mentor and providing guidance and advice to new recruits
Matthew Wallis Education Details
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Master Of Business Administration - Mba -
Master Of Science - Investment Management And Financial Analysis (Mimfa) -
Economics
Frequently Asked Questions about Matthew Wallis
What company does Matthew Wallis work for?
Matthew Wallis works for Vanguard
What is Matthew Wallis's role at the current company?
Matthew Wallis's current role is Investment Data Analyst.
What schools did Matthew Wallis attend?
Matthew Wallis attended Creighton University, Creighton University, Arizona State University.
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Matthew Wallis
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